Salesforce Best Practices

Configuration and Development

Salesforce projects require configuring your application and sometimes developing code. To ensure performance, maintainability and platform limits, you need to do the right configuration. It is not because "it works" that it is correctly configured. At any time, your configuration could be audited by Salesforce or a consulting partner. If you already know the best practices, you will have less rework after the review. This page is a list of configuration and development best practices, we don't cover business or project scope, just pure platform setup and code.

You can quickly jump to the right section through these links.

General Best Practices

Three "Good Old" Principles.

Data Model Design

Integration Design

Logic Design

Code - general

SOQL in Apex




Test Classes




Validation Rules

Workflow rules and actions

Process Builder

Static Resources

Custom Labels

Naming conventions